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JRS

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Everything posted by JRS

  1. From Drake: "I am writing to you today to extend an invitation to apply as a part-time, remote agent with our Customer Service team. Your in-depth knowledge of our software and exceptional understanding of our products makes you an ideal candidate for this exciting opportunity. Your insights and experience would be invaluable as we strive to provide exceptional customer support during tax season. This part-time opportunity offers a flexible work arrangement that allows you to contribute your skills and knowledge while maintaining your current commitments. As a remote customer service agent, you would play a crucial role in assisting our customers, addressing their inquiries promptly and effectively, and ensuring their continued satisfaction with our products and services............."
  2. I stayed with Drake when I retired. I do six returns and have two that cover the software cost. (But not license etc, no big deal.)
  3. California also has a list. Broken down into individuals and corporations. It's been around since around 2011/2012. A few celebrities have had the honor of the top 500.
  4. California has already issued 1099-MISC to any "refund" sent. The letter with it states to contact your tax professor or read IRS publication 525.
  5. I know a few Drake clients that didn't like the religious theme of their Christmas cards, but the reason I bring this up, there were no Drakes listed on the Christmas card this year.
  6. No above the line charitable deduction. Those who do not itemize cannot take the $600 above the line deduction for 2022.
  7. As long as the IRS and their payment company get their $$$, I doubt they care. I have been semi retired for a couple of years and only efiled four each year.
  8. JRS

    Tax Refund

    It only took seven months, but we finally got our refund. No letters or anything and thanks for the interest!
  9. JRS

    Retirement

    I am down to two returns plus my daughter's. I have two widows that date back almost forty years ( with husbands) and will not let them go. So we will see who goes first. Obviously, with my costs, I am not doing it for income, so I am already retired and enjoying it.
  10. I am not positive, but I would think you would need a second license for laptop B.
  11. I remember getting finger printed by an IRS agent at a CSEA seminar way back when. What it was for "sad to say", I have no idea.
  12. No resolution on mine either. The agent I finally talked to came to the same answer. He could not find any way to find any problem or be able to pull information from wherever the return went.
  13. "The IRS called me back............" The exact same scenario for my own return! Did nothing and are now still doing nothing. "Did you receive our letter? No. Oh, we didn't send one. We will get back to you in 30 days."
  14. 36 years and now semi retired.
  15. The FTB announced Friday that due to the high volume of returns being e-filed, the FTB’s return acknowledgements are being delayed by up to three days from the time the return is e-filed.
  16. Google Paradise fire PG&E settlement. The IRS has been requested to expedite guidance by California senators, congressmen and state legislators. There also is a pending bill in California legislature.
  17. Personal 1099's. We have three regular accounts with Fidelity. The interesting fact about the 1099's we receive is the difference. The downloaded 1099 is different from what is sent in the mail. The downloaded 1099 shows a breakdown of the dividends, but the mailed version just shows totals!
  18. I don't see how he could complete his previous returns without a k-1. All PTP's I have ever seen come with complete instructions and a "map" showing where each figure goes on the tax form.
  19. https://www.google.com/url?q=https://www.irs.gov/pub/irs-pdf/i1065x.pdf&sa=U&ved=2ahUKEwj4zpHxhsv2AhUPJkQIHfgTCccQFnoECAsQAg&usg=AOvVaw034DOATTEcrTDn6XdTNOge
  20. JRS

    NOL worksheet

    Nol worksheet for 2021 is now updated.
  21. Drake rolls mine over every year, with issued and expired dates, required or not.
  22. In Drake, all I have to do is check "yes" on the dialog box of the entry form. I would guess yes!
  23. I checked my returns that been held and they show ready to efile. In the "view/print" screen in messages the following note is shown: 495 NOL CARRYFORWARD WORKSHEET: The IRS has not yet released Publication 536 for the 2021 tax year; therefore, the NOL carryforward from 2021 to 2022 has been calculated based on last year's version of the worksheet (WK_NOLCO) and may not be accurate. As soon as the IRS releases the 2021 version of the NOL worksheet, it will be added to Drake Tax. Returns completed prior to the release of the 2021 worksheet should be recalculated at that time.
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